Business Plan

A Template

Mission Statement/ Vision

Core Values

Our Guiding Principles are:

Examples

To empower and inspire entrepreneurial leaders.

To be professional in our actions to our clients, partners and each other.

Current Status

Strengths

Weaknesses

Opportunities

Threats

Competitive Advantage

Example:

Access to University - knowledge base, academic resources, proven material and top students.

Business Network - domestic and international

Organization-wide Strategies

Example:

2020- Lay the foundation for the organization.

2021 -

2022 -

Financial Strategic Objectives & Corporate Goals

Strategic Objective

Example 1 Revenue Growth: Grow business 40% per year.

Example 2:

Customer Strategic Objectives & Corporate Goals

Customer: Needs and Characteristics

Current Customers:

New Customers

Strategic Objective

Example:

New Customers: Increase new customer base.

Goal is to obtain one new client per day who has

purchased Basic Package. (12-31-2008) (Customer Service)

Another Objective?

Current Customers: Retain current customer base.

Example:

Goal is to obtain 4 new clients per month who have

purchased Premium Software package. (8-31-2008) (Customer

Service)

Another Objective?

Programs Strategic Objectives & Corporate Goals

Strategic Objective

Product Management: All web-based strategic planning sites and supporting products meet operational excellence guidelines

Corporate Goal: To develop webinars (9-30-2008) (IT

Group)

Another one?

Strategic Objective

Operations Management: Develop and maintain an infrastructure that allows for a virtual office and efficient overhead.

Corporate Goal: Set up computers to be accessed from any

destination. (12-31-2008) (Customer Service)

Another Strategic Objective?

People Strategic Objectives & Corporate Goals

Strategic Objective

Training: Continue to learn and adopt best practices about strategy and strategic planning

Another objective?

Budget Projections 2020 2021 2022

Budget Breakdowns (feeding into the budgets above)

Earned Income Streams

Production Costs

Office Costs

Marketing and Distribution Costs

Plan Implementation

The following are actions we will take to implement the strategic plan on an ongoing basis:

Examples:

• Appoint a strategic plan manager

• Hold annual retreat - second week in December

EVALUATION TABLE: